Chawn Francis Honkomp
Advisor at Merkle Retirement Planning — Grimes, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Grimes, IA 50111
Merkle Retirement Planning
Team
Total advisors
15Clients per advisor
68 HighAvg AUM per client
$557,700 LowHNW client ratio
28% TypicalChawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.
Based on Merkle Retirement Planning
Based on Merkle Retirement Planning
Fixed fee financial planning and consulting services based on scope and complexity; fees outlined in agreement; up to $1,200 max advance payment.
Insurance products sold through affiliated insurance agency generate commissions; commission rates vary by product and insurer.
Hourly financial planning and consulting fees vary by client, services, and IAR; advance retainer up to $1,200 may be required.
Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly rates vary by IAR and engagement, fixed fees depend on scope and complexity, up to $1,200 maximum advance payment allowed.
Grimes, IA
1860 SE Princeton Dr.
Grimes IA 50111
Advisors at this office
15
Iowa · Texas
12 years of industry experience
MRP Insurance
2019 - Present • 7 years
Johnston, IA
Elite Retirement Planning, LLC
2019 - Present • 7 years
Johnston, IA
Chawn Honkomp Independent Insurance
2018 - Present • 8 years
West Des Moines, IA
Focus OneSource
2018 - 2019 • 1 year
West Des Moines, IA
RDA Financial Network
2018 - 2019 • 1 year
West Des Moines, IA
RDA Financial Network
2018 - 2019 • 1 year
West Des Moines, IA
United Planners Financial Services of America
2018 - 2019 • 1 year
Scottsdale, AZ
Princor Financial Services Corporation
2014 - 2018 • 4 years
West Des Moines, IA
PRINCIPAL LIFE INSURANCE COMPANY
2014 - 2018 • 4 years
West Des Moines, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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